ROOT3’s MILESTONE PROCESS ENSURES PROPER IMPLEMENTATION, INTEGRATION & ADOPTION
At a certain point in growth, organizations require a CRM to connect sales and marketing initiatives. ROOT3 specialists deploy deep knowledge of both Salesforce and HubSpot to increase revenue, improve ROI, automate workflows, and move contacts through the funnel faster. Whether an organization needs a comprehensive CRM implementation and integration project, or CRM management and reporting, all organizations can benefit from one cohesive strategy that provides transparency, efficiency, and visibility into all business development and operations efforts.
Review CRM goals, pain points, success metrics, and establish champion group
Define the customer/client journeys by decision maker
Determine pipelines, stages and automations
Implement all necessary fields, objects
Migrate over all current data, pipelines and files
Identify necessary reports/build reports, build custom dashboards for team members
Implement training schedule based on groups
Schedule weekly office hours for 30 days
Develop a playbook for future reference
Onboarding a new CRM into an organization is only half the battle. Once operational, adoption and ongoing administration are crucial. Our team specializes in integrating CRM into existing business platforms, setting up custom reporting, keeping data consistent and clean, and developing custom workflows and processes that move contacts through the funnel faster.
“After a year of investing in a CRM with low adoption and utilization from our team, we needed a partner to develop a sales process and remove the barriers to consistent adoption. ROOT3 delivered just that. From developing a full marketing & sales hand-off process, to cleaning our data, to training the whole team and developing a playbook, they identified our pain points and established a process that was easy for our team to adopt! It provides us the visibility we need into our pipeline, and it is very easy to use!”
“After several failed CRM implementation projects, we needed a partner who understood our goals, our pain points, and our team, so that this next implementation could be successful. ROOT3 delivered just that. The implementation was not only smooth, but what really set them apart was their training; that was the key to our success and adoption.”
We look forward to meeting you and discussing your CRM goals and how our team can ensure proper implementation, integration, and adoption.